---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000890726.md"
description: "MIC report with a supply/demand assessment on various AI components. HBM/Commodity DRAM: tight through 20227-2028High-end MLCC: tight in 2027; 2028 to be watchedABF Substrate: may ease in 2028ABF Buildup Film: tight in 2027; may ease in 2028High-end CCL: tight in 2027; may ease in 2028T-Glass: possible turning point in H2'27NAND: may ease from late 2027 through 2028$Micron Tech(MU.US) $DRAM $EWY $DISK $Sandisk(SNDK.US)"
datetime: "2026-09-09T00:50:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000890726.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000890726.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000890726.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# MIC report with a supply/demand assessment on vari…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [EWY.US](https://longbridge.com/en/quote/EWY.US.md)
- [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

## Comments (1)

- **Christina · 2026-09-09T03:38:16.000Z**: the tape is starting to split those years, sandisk printed 1807 intraday and closed flat, so 2027 tightness looks priced while the 2028 easing note is what moves it now.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**